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Financial Services Coordinator

2 months ago


Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

About the Role:

We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Reed. As a key member of our team, you will be responsible for providing administrative support to our Senior Financial Planning Administrators, assisting with the processing of pension, investment, and protection business.

Key Responsibilities:

  1. Process and manage pension, investment, and protection business, ensuring accurate and timely completion of tasks.
  2. Prepare and coordinate Annual Review packs, including non-advice related follow-up with clients.
  3. Update and maintain client databases, utilizing Intelligent Office and other relevant systems.
  4. Produce illustrations and cost comparisons, providing valuable insights to our clients.

Requirements:

  1. Proficient in using Outlook, Microsoft Word, and Excel, with experience in using Intelligent Office and WRAP platforms.
  2. Proactive and flexible attitude, with a strong commitment to delivering exceptional results.

What We Offer:

A competitive salary up to £35,000, 2 remote days, and a generous holiday allowance of 28 days, including Christmas time. If you are a motivated and experienced Financial Services Administrator looking for a new challenge, please apply today.